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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $455,365 | $138,102+229.7% | $125,381+263.2% | $134,532+238.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -2.21% | 750.73%-752.9pp | 572.31%-574.5pp | 418.27%-420.5pp |
| Employer contribution / active EE | $15,501 | $5,245+195.5% | $4,815+221.9% | $4,741+226.9% |
| Participant deferral / active EE | $5,625 | $7,801-27.9% | $7,448-24.5% | $6,401-12.1% |
| Admin fee / account holder | $5,361 | $11,568-53.7% | $10,007-46.4% | $11,429-53.1% |